Amber Braatz (CFP®, MBA)

Amber Braatz focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Amber Braatz's credentials and associations in addition to NAPFA include:

CFP®, Certified Financial Planner™
CFP® Professional Education Program, Northwestern University, Evanston, IL
Master of Business Administration, Florida Gulf Coast University, Estero, FL
Bachelor of Science, University of Florida, Gainesville, FL
Active Member: FPA, Financial Planning Association, National and Local Chapter
Active Member: Lee County Estate Planning Council
Active Member: American Business Women's Association, Imperial River Chapter
Active Member: Zonta Club of Bonita Springs - Estero
Student Mentor, Foundation for Lee County Public Schools

Additional Information

Planning Specialties

At Finley Wealth Advisors, our primary focus is on the needs of the middle-class millionaire. As a fiduciary compensated directly by our clients with fully disclosed professional fees, honesty is the core of our relationship. We refuse commissions or any other misaligned third-party incentives. Our business model has been purposefully designed for those with $2 to $20 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $1 million in investment assets. This allows us more time to focus on wealth management issues most relevant to our clients. We utilize tax-efficient portfolio design and income distribution strategies to preserve and protect your wealth.